CMP
CTXS

Coston McIsaac & Partners’s Citrix Systems Inc CTXS Stock Holding History

Coston McIsaac & Partners’s Portfolio CTXS Stock Details CTXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-294
Closed -$30K – 833
2022
Q3 		$30K Hold
294
– – 0.01% 291
2022
Q2 		$29K Buy
+294
New +$29.3K 0.02% 179

Other funds holding CTXS

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Coston McIsaac & Partners's CTXS Position: Q4 2022 in Review

Coston McIsaac & Partners sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 294 shares — an estimated $30K sold.

Coston McIsaac & Partners first reported a position in CTXS in Q2 2022 and held it in 2 quarters. The position peaked at $30K in Q3 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Coston McIsaac & Partners reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Coston McIsaac & Partners sold 294 Citrix Systems Inc shares in Q4 2022, an estimated $30K.
  • Coston McIsaac & Partners first reported a position in Citrix Systems Inc in Q2 2022 and held it in 2 quarters.
  • Coston McIsaac & Partners's Citrix Systems Inc position peaked at $30K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Coston McIsaac & Partners's 13F filing for Q4 2022, filed 9 Feb 2023.